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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $11,340 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,087 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,049 | $55,002+91.0% | $59,899+75.4% | $56,289+86.6% |
| Participation rate | 87.8% | 75.9%+11.9pp | 74.7%+13.1pp | 69.9%+18.0pp |
| Annual return | 9.67% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $3,121 | $2,448+27.5% | $2,723+14.6% | $2,111+47.8% |
| Participant deferral / active EE | $4,908 | $3,121+57.2% | $3,402+44.2% | $3,350+46.5% |
| Admin fee / account holder | $264 | $236+11.8% | $3,592-92.7% | $521-49.4% |